Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5872 Cr ₹3709 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 09 Jan 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 Large MidCap Index NIFTY Large Midcap 250 TRI
Turn Over 62% %
Expense Ratio 1.9 1.88
Manager Atul Penkar Sanjeev Sharma
ISIN Code INF209K01165 INF966L01341
Exits Load Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Month -4.99% -0.1%
6 Month -5.99% -10.65%
1 Year 9.09% 11.1%
3 Year 6.87% 19.84%
5 Year 14.01% 24.5%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 0.58% -3.63%
3 Year 14.21% 22.32%
5 Year 15.21% 24.68%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 15.76% 15.18%
3 Year 14.97% 15.81%
5 Year 15.17% 14.26%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 13.91% 15.18%
Sharp 0.17% 1.39%
Beta 1% 0.97%
Alpha -8.17% 5.83%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Name Atul Penkar Sanjeev Sharma
Total AUM ₹21393 Cr ₹39731 Cr
Fund Manage 3 22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 1.16 14.36
Large Cap 45.34 48.99
Mid Cap 36.85 36.64
Small Cap 16.62 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 1.16 14.36
Petroleum Products 4.57 9.31
IT - Software 5.07 0.45
Construction 5.65 5.87
Finance 6.05 7.2
Banks 14.29 -
Pharmaceuticals & Biotechnology 3.62 9.07
Non - Ferrous Metals 1.08 -
Chemicals & Petrochemicals 1.09 -
Industrial Manufacturing 0.6 -
Healthcare Services 2.38 -
Aerospace & Defense 2.41 -
Auto Components 10.03 7.82
Leisure Services 3.8 -
Retailing 5.36 -
Consumer Durables 3.99 -
Transport Services 2.69 4.4
Electrical Equipment 1.04 -
Gas 3.01 -
Insurance 2.6 6.51
Industrial Products 2.33 -
Textiles & Apparels 3 -
Agricultural, Commercial & Construction Vehicles 1.15 -
Realty 2.07 -
Oil 1.36 -
Telecom - Services 1.69 1.27
Automobiles 1.18 -
Beverages 1.05 1.74
Power 1.18 4.19
Ferrous Metals 1.45 7.1
Cement & Cement Products 2.03 1.38
Transport Infrastructure 0.99 -
Diversified FMCG - 11.75
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
Diversified - 1.08

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